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The Outstanding Payments by Contact metric in Xero shows the total amount of unpaid invoices and bills for each contact or customer, which can help businesses manage their cash flow and prioritize collection efforts.
With Databox you can track all your metrics from various data sources in one place.
Used to show comparisons between values.
Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.
To track Outstanding Payments by Contact using Databox, follow these steps:
Databox fetches data for all the contacts and checks each contact’s Accounts Receivable balance. Only data for accounts for which the balance is not equal to 0 will then be displayed.
When using Xero metric ‘Outstanding Payments by Contact’ in Databox, all contacts without their currency returned via API will have the default currency displayed in Databox, even though their actual currency (seen in Xero) could be different. This is due to Xero’s API limitations that do not support currency conversions.
The same limitation applies to the Xero metric ‘Overdue Payments by Contact’.